COI autopilot that chases certificates of insurance without the chase email fog
What this Grok bot does
Turns policies, dec pages, binders, and intake notes into ACORD 25/27/28 certificates and evidence and ACORD 125/126/127/140 applications (plus…
Access and permissions
Connects accounts It connects to accounts such as email, calendars, docs or code repositories. Connect them one at a time and start with read-only access where you can.
- Email — Reads or acts on your email
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
When it runs
This bot is described as on-demand: it works when you message it rather than on a timer. That keeps usage low and makes it a good bot to try first.
Before you add COI Autopilot
- Prefer templates that draft replies rather than send them.
- Check whether a bot archives or deletes mail before you add it.
- A short daily routine at a fixed hour beats an always-on inbox watcher on cost and noise.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
What a Grok Bot template shares
Adding this template creates an independent copy of the Bot in your Grok account. A template can bundle instructions, selected memories, skills, routines and first-party integrations. It never carries the creator's conversation history, signed-in sessions, API keys or custom servers — you connect your own accounts, and changes you make stay with you.
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